Southern Co
SO- Exchange
- NYSE
- Industry
- Electric Services
- SEC CIK
- 0000092122
In the last 90 days, Southern Co insiders filed 0 open-market purchases and 6 sales; 2,371 institutions reported holding it in 13F filings for Q2 2026, worth $79.9B in total; no superinvestor holds it.
13F holders, Q2 2026
Institutional positions in Southern Co as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 2,371
- +33 vs. Q1 2026
- Shares held
- 834.3M
- +47.0M (+6.0%) vs. Q1 2026
- Total value
- $79.9B
- +$3.90B (+5.1%) vs. Q1 2026
- New holders
- 147
- 1,106 more added
- Sold out
- 114
- 730 more reduced
29 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SO on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 2,371 | $79.9B |
| Q1 2026 | 2,367 | $76.2B |
| Q4 2025 | 2,273 | $69.6B |
| Q3 2025 | 2,222 | $74.6B |
| Q2 2025 | 2,184 | $70.8B |
| Q1 2025 | 2,207 | $69.0B |
| Q4 2024 | 2,126 | $61.4B |
| Q3 2024 | 2,010 | $66.9B |
| Q2 2024 | 1,888 | $56.8B |
| Q1 2024 | 1,825 | $51.0B |
| Q4 2023 | 1,838 | $49.1B |
| Q3 2023 | 1,713 | $44.9B |
| Q2 2023 | 1,728 | $48.8B |
| Q1 2023 | 1,706 | $48.8B |
| Q4 2022 | 1,737 | $49.1B |
| Q3 2022 | 1,661 | $46.0B |
| Q2 2022 | 1,683 | $47.2B |
| Q1 2022 | 1,700 | $47.3B |
| Q4 2021 | 1,654 | $43.9B |
| Q3 2021 | 1,492 | $39.1B |
| Q2 2021 | 1,508 | $38.3B |
| Q1 2021 | 1,491 | $39.2B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Southern Co; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| D L Carlson Investment Group Inc | 46,430 | $4.44M | 0.71% | +21,774+88.3% | Added |
| Rench Wealth Management, Inc. | 45,743 | $4.38M | 1.18% | +331+0.7% | Added |
| Laurel Wealth Advisors LLC | 45,674 | $4.37M | 0.42% | −651−1.4% | Reduced |
| Pathway Financial Advisers, LLC | 45,111 | $4.32M | 1.09% | −40.0% | Reduced |
| Prime Capital Investment Advisors, LLC | 44,967 | $4.30M | 0.04% | −3,099−6.4% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 44,853 | $4.29M | 0.14% | +4,700+11.7% | Added |
| HF Advisory Group, LLC | 44,799 | $4.29M | 1.33% | +2,736+6.5% | Added |
| Bank Ozk | 44,723 | $4.28M | 1.27% | +2,918+7.0% | Added |
| Red Cedar Investment Management, LLC | 44,607 | $4.27M | 0.40% | 00.0% | Unchanged |
| Callan Family Office, LLC | 44,553 | $4.26M | 0.08% | +2,856+6.8% | Added |
| Great Lakes Retirement, Inc. | 44,148 | $4.23M | 0.38% | +4,431+11.2% | Added |
| MUFG Securities EMEA plc | 44,123 | $4.22M | 0.04% | −989−2.2% | Reduced |
| Wills Financial Group LLC | 44,018 | $4.21M | 1.53% | −693−1.5% | Reduced |
| Longbow Finance SA | 43,850 | $4.20M | 0.54% | −7,308−14.3% | Reduced |
| LuminArx Capital Management LP | – | $4.18M | 1.93% | – | New |
| MTM Investment Management, LLC | 43,669 | $4.18M | 1.19% | +22+0.1% | Added |
| Park Avenue Securities LLC | 43,388 | $4.15M | 0.03% | +1,536+3.7% | Added |
| Simplicity Wealth,LLC | 43,287 | $4.14M | 0.14% | +34,780+408.8% | Added |
| Mainstay Capital Management LLC | 42,960 | $4.11M | 0.30% | +758+1.8% | Added |
| GWN Securities Inc. | 42,874 | $4.10M | 0.69% | −3,244−7.0% | Reduced |
| Buckhead Capital Management LLC | 42,476 | $4.07M | 1.39% | +22+0.1% | Added |
| Robbins Farley LLC | 42,424 | $4.06M | 1.56% | +2,169+5.4% | Added |
| New Age Alpha Advisors, LLC | 42,386 | $4.06M | 0.17% | −1,731−3.9% | Reduced |
| Buckingham Strategic Partners | 42,293 | $4.05M | 0.03% | +11,173+35.9% | Added |
| Palisade Asset Management, LLC | 42,092 | $4.03M | 0.37% | +185+0.4% | Added |
| OmniStar Financial Group, Inc. | 41,922 | $4.01M | 1.85% | +37,968+960.2% | Added |
| Peapack Gladstone Financial Corp | 41,729 | $3.99M | 0.05% | +3,562+9.3% | Added |
| Graham Capital Management, L.P. | 41,611 | $3.98M | 0.11% | −87,606−67.8% | Reduced |
| Kingsview Wealth Management, LLC | 41,582 | $3.98M | 0.05% | +1,811+4.6% | Added |
| Waterloo Capital, L.P. | 41,471 | $3.97M | 0.22% | −4,524−9.8% | Reduced |
| Sciencast Management LP | 41,429 | $3.97M | 0.82% | −20,666−33.3% | Reduced |
| Summit Trail Advisors, LLC | 41,242 | $3.95M | 0.05% | +4,934+13.6% | Added |
| Sigma Planning Corp | 40,567 | $3.88M | 0.10% | +104+0.3% | Added |
| TrueWealth Advisors, LLC | 40,489 | $3.88M | 0.87% | −1,740−4.1% | Reduced |
| Ameritas Investment Partners, Inc. | 40,440 | $3.87M | 0.10% | −295−0.7% | Reduced |
| Ci Investments Inc. | 40,184 | $3.85M | 0.01% | −7,110−15.0% | Reduced |
| Financial Advisory Service, Inc. | 39,556 | $3.79M | 0.20% | +3,447+9.5% | Added |
| Daymark Wealth Partners, LLC | 39,337 | $3.76M | 0.09% | −1,514−3.7% | Reduced |
| Smartleaf Asset Management LLC | 38,791 | $3.75M | 0.12% | 00.0% | Unchanged |
| Picton Mahoney Asset Management | 39,173 | $3.75M | 0.03% | −75,271−65.8% | Reduced |
| Umb Bank N A | 38,937 | $3.73M | 0.05% | −6,109−13.6% | Reduced |
| Danske Bank A/S | 38,863 | $3.72M | 0.01% | +5,900+17.9% | Added |
| Stonebridge Financial Group, LLC | 38,848 | $3.72M | 0.28% | +1,967+5.3% | Added |
| Folger Nolan Fleming Douglas Capital Management, Inc | 38,708 | $3.70M | 0.30% | −148−0.4% | Reduced |
| Centaurus Financial, Inc. | 38,678 | $3.70M | 0.14% | +1,204+3.2% | Added |
| Miller Howard Investments Inc | 38,342 | $3.67M | 0.10% | +1,366+3.7% | Added |
| Fifth Third Wealth Advisors LLC | 38,052 | $3.64M | 0.10% | −2,367−5.9% | Reduced |
| Cary Street Partners Financial LLC | 37,961 | $3.63M | 0.08% | −279−0.7% | Reduced |
| Empirical Finance, LLC | 37,799 | $3.62M | 0.15% | +1,292+3.5% | Added |
| Plan Group Financial, LLC | 37,485 | $3.59M | 0.74% | +3,813+11.3% | Added |
| First Bank & Trust | 37,464 | $3.59M | 0.53% | −1,579−4.0% | Reduced |
| Citizens National Bank Trust Department | 37,347 | $3.57M | 0.53% | −40−0.1% | Reduced |
| High Point Wealth Management, LLC | 37,339 | $3.57M | 2.92% | +420+1.1% | Added |
| Jefferies Financial Group Inc. | 37,233 | $3.56M | 0.03% | +26,165+236.4% | Added |
| Essex Financial Services, Inc. | 37,207 | $3.56M | 0.18% | −2,422−6.1% | Reduced |
| Canandaigua National Bank & Trust Co | 37,115 | $3.55M | 0.30% | +37,115 | New |
| Cullen Investment Group, Ltd. | 36,892 | $3.53M | 0.43% | −7,941−17.7% | Reduced |
| Family Legacy, Inc. | 36,742 | $3.52M | 0.94% | +48+0.1% | Added |
| All Terrain Financial Advisors, LLC | 36,682 | $3.51M | 0.74% | −59−0.2% | Reduced |
| Westwood Holdings Group Inc. | 36,614 | $3.50M | 0.03% | +7,982+27.9% | Added |
| JPL Wealth Management, LLC | 36,423 | $3.49M | 0.69% | −1,055−2.8% | Reduced |
| Pinnacle Wealth Management Advisory Group, LLC | 36,314 | $3.48M | 0.21% | +1,467+4.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 36,143 | $3.46M | 0.04% | +910+2.6% | Added |
| Elo Mutual Pension Insurance Co | 36,033 | $3.45M | 0.04% | −3,946−9.9% | Reduced |
| Texas Yale Capital Corp. | 35,901 | $3.44M | 0.07% | +2,000+5.9% | Added |
| Jump Financial, LLC | 35,900 | $3.44M | 0.03% | +26,468+280.6% | Added |
| OneAscent Wealth Management LLC | 35,596 | $3.41M | 1.02% | −678−1.9% | Reduced |
| Mosaic Family Wealth Partners, LLC | 35,582 | $3.41M | 0.23% | +27,476+339.0% | Added |
| IFP Advisors, Inc | 35,414 | $3.39M | 0.06% | +1,129+3.3% | Added |
| Bleakley Financial Group, LLC | 35,377 | $3.39M | 0.04% | +3,449+10.8% | Added |
| Great Valley Advisor Group, Inc. | 35,373 | $3.39M | 0.05% | +1,662+4.9% | Added |
| Profund Advisors LLC | 35,297 | $3.38M | 0.09% | −2,268−6.0% | Reduced |
| Quadrant Capital Group LLC | 35,163 | $3.37M | 0.09% | −833−2.3% | Reduced |
| Anchyra Partners LLC | 35,010 | $3.35M | 0.80% | +115+0.3% | Added |
| Naviter Wealth, LLC | 35,006 | $3.35M | 0.30% | +7,497+27.3% | Added |
| Mutual Advisors, LLC | 34,878 | $3.34M | 0.06% | +2,473+7.6% | Added |
| Everence Capital Management Inc | 34,801 | $3.33M | 0.18% | 00.0% | Unchanged |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 34,797 | $3.33M | 0.37% | +755+2.2% | Added |
| KCM Investment Advisors LLC | 34,788 | $3.33M | 0.10% | +460+1.3% | Added |
| Glenview Trust Co | 34,739 | $3.32M | 0.05% | −4,061−10.5% | Reduced |
| Birmingham Capital Management Co Inc | 34,450 | $3.30M | 1.25% | −100−0.3% | Reduced |
| Marshall Financial Group LLC | 34,327 | $3.29M | 0.48% | +2,328+7.3% | Added |
| Perigon Wealth Management, LLC | 34,256 | $3.28M | 0.05% | +1,530+4.7% | Added |
| Lantz Financial LLC | 33,998 | $3.25M | 0.60% | +203+0.6% | Added |
| MUFG Securities Americas Inc. | 33,953 | $3.25M | 0.17% | +3,485+11.4% | Added |
| Leelyn Smith, LLC | 33,748 | $3.23M | 0.39% | +934+2.8% | Added |
| apricus wealth, LLC | 33,747 | $3.23M | 1.54% | +370+1.1% | Added |
| Walsky Investment Management, Inc. | 33,575 | $3.21M | 2.98% | −283−0.8% | Reduced |
| West Paces Advisors Inc. | 33,477 | $3.20M | 0.54% | −270−0.8% | Reduced |
| Avantax Planning Partners, Inc. | 33,431 | $3.20M | 0.08% | −545−1.6% | Reduced |
| Modern Wealth Management, LLC | 33,350 | $3.19M | 0.04% | +10,941+48.8% | Added |
| Little House Capital LLC | 33,271 | $3.18M | 0.72% | +474+1.4% | Added |
| Spartan Wealth Advisory Services LLC | 33,241 | $3.18M | 0.26% | +1,737+5.5% | Added |
| Baldwin Investment Management, LLC | 33,202 | $3.18M | 0.31% | +14,965+82.1% | Added |
| Pettyjohn, Wood & White, Inc | 33,106 | $3.17M | 0.46% | +126+0.4% | Added |
| Woodmont Investment Counsel LLC | 33,049 | $3.16M | 0.17% | −153−0.5% | Reduced |
| Courier Capital LLC | 32,926 | $3.15M | 0.16% | −520−1.6% | Reduced |
| Waters Parkerson & Co., LLC | 32,840 | $3.14M | 0.16% | −1,860−5.4% | Reduced |
| Adalta Capital Management LLC | 32,813 | $3.14M | 1.38% | −25−0.1% | Reduced |
| Rockline Wealth Management, LLC | 32,810 | $3.14M | 0.60% | −543−1.6% | Reduced |